Access Investment Advisors Inc.

Access Investment Advisors Inc. (CRD# 109006) is a financial advisory firm headquartered in Manitowoc, WI. They manage $118,799,588 in 497 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $239,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX, WI

Financial Advisors at Access Investment Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William R. Casey
CRD#: 1094418
4400 Calumet Ave., Suite 201, Manitowoc, WI 54220
96
Wealthminder
score

William Casey (CRD# 1094418) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 33 years of experience in the finance industry. William Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jared R. Meyer
CRD#: 6305445
4400 Calumet Ave., Suite 201, Manitowoc, WI 54220
88
Wealthminder
score

Jared Meyer (CRD# 6305445) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 2 years of experience in the finance industry.

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